How to Set up Marketing Automation Tool to Trigger Email Campaigns Targeting Your Leads and Users by...

HOW TO SET UP MARKETING AUTOMATION TOOL TO TRIGGER EMAIL CAMPAIGNS TARGETING YOUR LEADS AND USERS BY

Do you want a marketing automation software

that helps improve your business outcomes?

But you hesitate because most of them

are too complicated, time consuming,

and expensive?

Have you outgrown your entry-level

email marketing software and find yourself adding

hack after hack to try to

keep up with your marketing needs?

Imagine the ability to trigger an email,

campaign or tag based on any action

a user takes, be it expressing interest

in a topic, downloading a sample chapter

of your book, starting a trial of

your software, or viewing your upgrade page.

Or the ability to craft your entire

user journey in a gorgeous, visual flow?

You can do so with Drip

What is?

Drip is a marketing automation tool and

email catcher that allows you to craft

every interaction with your leads, trial users,

and customers like an artisan.

With Drip you can build your sales funnel,

Automate everything and capture leads

directly on your site.

Drip makes marketing automation accessible to the masses.

It can match:

but it's more powerful & affordable.

This is their pricing table

You can try it free for 21 Days

Then you can continue at $1 monthly.

It works for any type of business

Ebooks, Consulting, Coaching,

Counselling, SAAS, etc.

Let’s BEGIN!

First, open a browser by clicking it.

For this tutorial, let's choose Google

Chrome

Double-clickthis icon

A new window will pop-up

Click the URL

Type https://www.drip.co/ then hit Enter on your keyboard

You will be redirected to Drip’s site

Click JOIN DRIP FOR FREE

Select a plan that best fits your business

For this Tutorial, let’s choose the STARTER Plan

Click JOIN DRIP

Type your website link here

Type your Email Address here

Type your Password here

Answer how did you hear about Drip

then click NEXT STEP

Type your Credit Cart Number here

Type your Credit Card’s Expiration date here

Type your Credit Card Security Code here

then click START USING DRIP or

you can also cancel after the trial.

Select Marketing Emails

or Customer Emails

Click Unbounce or

Leadpages or select

I don't use any of the provides above

or just click Choose a different track.

You can click Digital Products

or Subscription Service

then click Set up my account.

Install your JavaScript snippet to your website

either Manually,

using a WordPress plug in,

or in your Segment.io website

then click Check for the code.

Click Campaigns

Click New Drip Campaign

Type your Campaign Name here

Tip: Include “Campaign” in the name

then click Create Campaign.

You will see this page

Your campaign is still a Draft

Click Opt-In Forms

Click Create a Form

Type your opt-in form name here

Tip 1: Include you campaign's name for consistency

Tip 2: Include “Form” in the name

then click Create Form

Type your content’s Headline here

Type your content’s Description here

Edit your Button Text here

Edit your Button Text While Submitting here

To add an image, click Upload Image

Click the images you want to upload

Click Open

Choose image Placement

For this tutorial, let’s choose Left

This section let's you choose where to place your form

Let's choose Lower Left Tab

Click Save Settings

Click this to preview your opt-in form

Click Next

Your Opt-in Form has been created!

To set up your emails, click here

Drip has lots of email Blueprints

Let’s choose Follow-up (Sample Report)

Click Use This Blueprint

Set days of intervals to send email

depending on how often you want to

send your emails.

To remove a draft that you don't

need, click Remove.

Click the first email you want to send

Tip: Introduce yourself like speaking to a friend,

mention your business's name, don't forget to

set their expectations, repeat what your customers

benefits they will get from your campaign,

then give a preview of

what will happen in the coming days.

After editing, click Save

Edit the next set of emails you want to send

These could be:Follow up emails,

Bonus offer emails,

Sales emails

These Drip emails (succeeding emails) are

best sent

into 2-4 day intervals one after another.

Here's how a sample email campaign looks

After editing, click Next

Under your Identity Settings, type your

Public Name,

Type your “From” Name (first name & last name)

Type your “From” Email

Type your Postal Address

Type your BCC email (optional)

then click here.

Edit necessary details of your Timing Settings

Leave Signup Settings as it is

Save your campaign first

Your prepared emails will not send unless

campaign is activated

To activate your campaign,

click Draft then select Activate.

Congrats! Your email marketing campaign setup is complete!

Last 3 Steps to integrate your

Drip to your website

1. Install the Drip Plugin to your WordPress account

2. Connect your Drip account to your WordPress account

3. Activate the Opt-in Form we created earlier

Click new tab

Go to https://wordpress.com/ then hit Enter on your keyboard

Click Log In

Type your Username or Email

Type your Password

then click Log In

Click to Plugins then click Add New

Click here then type “email marketing by drip”

This is the correct plugin

Click Install Now

then click Activate.

Email Marketing by Drip has now been

installed and activated.

Go back to your Drip account to get the Account ID

Click Settings then click Site Setup

Here is your Account ID

Copy your Account ID

Go back to WordPress and paste your Account ID here

then click Save Changes.

Your Drip and

WordPress accounts are

Go back to your Drip account to activate the Opt-in Form

Click Forms

Select the Form that you created

Click Activate Now

Click Next

then click Save Changes.

There you have it

Thank you for investing on yourself

Apply what you have

How to Set up Marketing Automation Tool to Trigger Email Campaigns Targeting Your Leads and Users by...

Marketing

Transcript of How to Set up Marketing Automation Tool to Trigger Email Campaigns Targeting Your Leads and Users by...

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